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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,703 | $138,385-70.6% | $184,200-77.9% | $80,874-49.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.90% | 20.02%-9.1pp | 28.80%-17.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $9,454 | $4,849+94.9% | $6,424+47.2% | $2,756+243.1% |
| Participant deferral / active EE | $8,123 | $7,073+14.9% | $9,132-11.1% | $4,297+89.0% |
| Admin fee / account holder | $2,190 | $10,483-79.1% | $13,907-84.3% | $6,935-68.4% |